Private Investments Account Administrator & Transfers

Scotiabank; Ottawa; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading bank in the Americas is seeking an Account Administration Officer in Ottawa to provide essential administrative support to investment services. The role requires a university degree or college diploma with a financial background and experience in administrative positions. Key responsibilities include managing client accounts and facilitating transfer requests. Excellent communication skills and attention to detail are crucial for success in this dynamic environment.

Qualifications

• 2 years’ experience in an administrative or clerical position, preferably in financial services.
• Bilingualism (French/English) is an asset.
• Completion of the Canadian Securities Course is an asset.

Responsibilities

• Administer client accounts including openings, maintenance, and funding.
• Facilitate transfer requests and resolve inquiries.

Skills

Client service dedication

Strong organizational skills

Attention to detail

Excellent verbal communication

Ability to manage multiple priorities

Education

University degree or College diploma

Tools

CRM2

Job description

A leading bank in the Americas is seeking an Account Administration Officer in Ottawa to provide essential administrative support to investment services. The role requires a university degree or college diploma with a financial background and experience in administrative positions. Key responsibilities include managing client accounts and facilitating transfer requests. Excellent communication skills and attention to detail are crucial for success in this dynamic environment.